Arcadia Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Arcadia Investment Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.49K	Hold	356	–	–	﹤0.01%	77
2026 Q2	$8.59K	Hold	356	–	–	﹤0.01%	72
2026 Q1	$8.64K	Hold	356	–	–	﹤0.01%	70
2025 Q4	$8.68K	Hold	356	–	–	﹤0.01%	71
2025 Q3	$8.69K	Hold	356	–	–	﹤0.01%	70
2025 Q2	$8.68K	Hold	356	–	–	﹤0.01%	70
2025 Q1	$8.67K	Sell	356 -396	-53%	-$9.59K	﹤0.01%	65
2024 Q4	$18.1K	Hold	752	–	–	0.01%	62
2024 Q3	$18.4K	Hold	752	–	–	0.01%	62
2024 Q2	$18.1K	Hold	752	–	–	0.01%	60
2024 Q1	$18.1K	Hold	752	–	–	0.01%	61
2023 Q4	$18.2K	Hold	752	–	–	0.01%	64
2023 Q3	$18K	Hold	752	–	–	0.01%	63
2023 Q2	$18.1K	Hold	752	–	–	0.01%	66
2023 Q1	$18.3K	Hold	752	–	–	0.01%	62
2022 Q4	$18.1K	Hold	752	–	–	0.01%	61
2022 Q3	$18.1K	Sell	752 -48	-6%	-$1.17K	0.01%	61
2022 Q2	$19.7K	Sell	800 -3,868	-83%	-$95.4K	0.01%	65
2022 Q1	$116K	Sell	4,668 -10,348	-69%	-$260K	0.07%	41
2021 Q4	$382K	Sell	15,016 -6	-0%	-$153	0.2%	33
2021 Q3	$384K	Sell	15,022 -300	-2%	-$7.69K	0.21%	34
2021 Q2	$392K	Sell	15,322 -2,380	-13%	-$61K	0.21%	32
2021 Q1	$454K	Sell	17,702 -6,490	-27%	-$167K	0.25%	32
2020 Q4	$622K	Sell	24,192 -2,138	-8%	-$55K	0.35%	25
2020 Q3	$678K	Sell	26,330 -1,098	-4%	-$28.3K	0.43%	24
2020 Q2	$708K	Sell	27,428 -17,458	-39%	-$451K	0.48%	25
2020 Q1	$1.16M	Buy	44,886 +38,076	+559%	+$970K	0.92%	21
2019 Q4	$172K	Buy	6,810 +884	+15%	+$22.3K	0.11%	28
2019 Q3	$150K	Sell	5,926 -25,548	-81%	-$646K	0.1%	29
2019 Q2	$796K	Sell	31,474 -149,214	-83%	-$3.75M	0.54%	23
2019 Q1	$4.53M	Sell	180,688 -57,914	-24%	-$1.45M	3.41%	10
2018 Q4	$5.95M	Sell	238,602 -33,814	-12%	-$839K	5.23%	8
2018 Q3	$6.75M	Buy	272,416 +10,160	+4%	+$252K	5.25%	8
2018 Q2	$6.52M	Buy	262,256 +7,770	+3%	+$193K	5.16%	8
2018 Q1	$6.34M	Sell	254,486 -186	-0.1%	-$4.64K	5.43%	8
2017 Q4	$6.37M	Buy	+254,672	New	+$6.39M	5.44%	6

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Arcadia Investment Advisors's SCHO Position: Q3 2026 in Review

Arcadia Investment Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2026 at 356 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #77.

Arcadia Investment Advisors first reported a position in SCHO in Q4 2017 and has held it in 36 quarters since. The position peaked at $6.75M in Q3 2018. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Arcadia Investment Advisors held 356 shares of Schwab Short-Term US Treasury ETF worth $8.49K as of Q3 2026.
Arcadia Investment Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Arcadia Investment Advisors's portfolio in Q3 2026, its #77 holding.
Arcadia Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 36 quarters since.
Arcadia Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $6.75M in Q3 2018.
80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Arcadia Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.